Drive Wealth and Insurance performance at Sun Life through business planning, regulatory oversight, and relationship-focused advisor leadership.
The District Manager leads growth and productivity while generating business results and an effective Client experience. You will develop annual plans with the Regional Vice President, cascade targets, and identify opportunities to grow revenue and the Client base. Advisor training, compliance, and operational effectiveness remain central.
Key Responsibilities: Develop holistic annual business plans with the RVP
Grow revenue, wealth deposits, and Client base
Lead adoption of current business process changes
Plan annual advisor training schedules
Ensure product and administrative process compliance
Requirements: Deep insurance and wealth product knowledge
Expert regulatory, oversight, and compliance knowledge
Ability to influence and build organizational consensus
Experience leading large-scale change in matrix environments